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Portfolio (Quarterly) Guide ↗

Accretive Wealth Partners, LLC

· CIK 0001844444
13F Portfolio $356M AUM 180 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 92 Added 14 Reduced 4 Exited
Page 9 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHW SHERWIN WILLIAMS CO Basic Materials 754.0 $242K 0.07% $320.55 +5.8%
162 IAGG ISHARES TR 4,593.0 $230K 0.07% NEW $50.04 +1.1%
163 IVE ISHARES TR 1,068.0 $226K 0.06% $211.15 +7.1%
164 EFG ISHARES TR 1,992.0 $222K 0.06% $111.37 +10.5%
165 BIL SPDR SERIES TRUST 2,364.0 $217K 0.06% +129.0 +5.8% $91.64 -0.0%
166 SPSM SPDR SERIES TRUST 4,430.0 $214K 0.06% NEW $48.32 +17.7%
167 USMV ISHARES TR 2,280.0 $211K 0.06% NEW $92.74 +2.3%
168 TSLA TESLA INC Consumer Cyclical 555.0 $206K 0.06% +59.0 +11.9% $371.75 +0.9%
169 LLY ELI LILLY & CO Healthcare 222.0 $204K 0.06% $919.77 +22.8%
170 SDY SPDR SERIES TRUST 1,399.0 $204K 0.06% NEW $145.93 +4.3%
171 SLV ISHARES SILVER TR Financial Services 2,993.0 $204K 0.06% -2K -41.2% $68.14 -23.2%
172 QTUM ETF SER SOLUTIONS 1,887.0 $202K 0.06% NEW $107.29 +49.4%
173 IBDX ISHARES TR 7,984.0 $202K 0.06% $25.27 -0.3%
174 KODK EASTMAN KODAK CO Industrials 16,500.0 $149K 0.04% $9.05 +2.7%
175 BRN BARNWELL INDS INC Energy 128,203.0 $138K 0.04% NEW $1.08 -4.6%
176 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 41,500.0 $98K 0.03% -22K -34.4% $2.36 -18.6%
177 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 200.0 $97K 0.03% NEW $484.91 -9.0%
178 NVDA PUT NVIDIA CORPORATION Technology 300.0 $52K 0.01% NEW $174.40 +12.2%
179 UBER CALL UBER TECHNOLOGIES INC Technology 600.0 $43K 0.01% NEW $71.93 +0.4%
180 AAPL CALL APPLE INC Technology 100.0 $25K 0.01% NEW $253.79 +8.4%
Page 9 of 9  ·  180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 18.4%
Industrials 10.9%
Consumer Cyclical 10.3%
Consumer Defensive 9.4%
Communication Services 8.5%
Energy 7.8%
Healthcare 6.8%
Basic Materials 1.0%
Real Estate 0.8%